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The IT Checklist for Employee Offboarding

Uri Nativ | 28 Jul 2019

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Like it or not, this is the era of SaaS.

New SaaS applications are introduced every month, claiming to make work more productive and life more comfortable. They are easy to adopt and quick to put to work, so anyone can do it. We no longer have to wait for the expert IT guys to choose, evaluate and install the apps before giving us the green light to use them. We are independent and do what it takes to get the job done.

That’s all good unless you are in IT and have to handle the offboarding of employees leaving the company.

You then need to figure out what apps have been signed up and/or used by the employee, what access permissions you must revoke and what company data lies in those apps and should be deleted and returned to the safety of the corporate infrastructure.

That’s why we’ve put together this Employee Offboarding Checklist for IT. Your simple guide of the must-have steps that need to get done when employees move on.

Download checklist

Offboarding example checklist:

  1. Revoke system access from IdP and SSO 
  2. Close employee SaaS accounts 
  3. Terminate VPN and review any remote access methods 
  4. Change/revoke shared account’s passwords 
  5. Change system’s ownership 
  6. Forward employee’s email address 
  7. Recover company equipment and assets 
  8. Reclaim employee licenses 
  9. Update credit card payments 
  10. Schedule account deletion for suspended accounts. 

Download the full guide of the 10 critical steps for a smooth and easy employee offboarding process that will cover all of your bases.

Download checklist


Shadow IT, Security, Compliance,  offboarding

Author: Uri Nativ

Co-founder, VP Engineering
Uri Nativ has over 19 years of software engineering experience as both an engineer and a hands-on manager. He founded the Klarna Engineering center in Tel-Aviv, holding the position of VP Engineering & Site Manager. Uri has broad experience building B2B enterprise products from his days at VMWare, EMC, nLayers, and Sanctum.
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